Update Record (NetSuite) activity

An activity that changes an entity record in NetSuite.


Update Record activity

Configure the Update Record activity

To configure the Update Record activity, do the procedure in this topic.

Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the NetSuite NetSuite icon tab.
      2. On the NetSuite NetSuite icon tab, drag the Update Record Update Record icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Update Record activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Connection Timeout (Seconds)

Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer, representing a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Update Record Configuration

Configures the request settings to change an entity record.

Figure: Update Record Configuration > Request tab

Update Record Configuration Request tab
Figure: Update Record Configuration > Response tab

Update Record Configuration Response tab

Fields

Field Name Definition

NetSuite

Function:
Specifies the access token that connects to your NetSuite application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Add Token Add Token icon

Opens this Screen:
Access Tokens for NetSuite
Function of this Screen:
Configure an access token to connect to NetSuite.

Entities / Custom Record Types

Function:
Specifies whether to change a record for a standard NetSuite entity, or a record for a custom record type.
Accepted Values:
  • Entities - Lets you select a standard NetSuite entity in which to change the record.
  • Custom Entities - Lets you select a custom record type in which to change the record.
Default Value:
Entities

Entity Name

Function:
Specifies the name of an entity for which to change the records.
To Open this Field:
  1. On the Update Record Configuration screen, select Entities.
Accepted Values:
An entity name from the list.
Default Value:
None.

When you select the NetSuite access token, the name of entities show in the Entity Name field.

Record Type

Function:
Specifies the name of a custom record type for which to change the records.
To Open this Field:
  1. On the Update Record Configuration screen, click Custom Record Types.
Accepted Values:
A custom record type from the list.
Default Value:
None.

When you select the NetSuite access token, the name of custom record types show in the Record Type field.

Update Record

Function:
Specifies how to change the records.
To Open this Field:
  1. On the Update Record Configuration screen, click the Request tab.
Accepted Values:
  • Update Record Using the ID - Lets you connect a NetSuite record internal ID to your process schema to change a record.
  • Update Record that meet all the conditions - Lets you specify the name of a saved search from Predefined Filter list, and connect the NetSuite API request parameter to your schema to change more than one record.
Default Value:
Update Record Using the ID

Predefined Filter

Function:
Specifies the name of a saved search that exists in NetSuite.

A saved search is a set of filters that specify the data to get.

To Open this Field:
  1. On the Update Record Configuration screen, click the Request tab.
  2. Click Update Record that meet all the conditions.
Accepted Values:
The name of a saved search in NetSuite.
Default Value:
None

Record Internal ID

Function:
Specifies the internal ID for the record to change in NetSuite.

The record internal ID comes from NetSuite.

To Open this Field:
  1. On the Update Entity Configuration screen, click Custom Record Types.
  2. On the Request tab, click Update Record Using the ID.
Accepted Values:
An internal ID of the record from NetSuite.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Request Mapping

Function:
Connects the NetSuite API request parameter to your schema. This is mandatory only if the request passes data from the process schema to parameters in the NetSuite API.
To Open this Field:
  1. On the Update Entity Configuration screen, click the Request tab.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the request to the data model for your process.

Default Value:
None
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Map Response to AgilePoint Schema

Function:
Specifies the connection from the NetSuite API response parameter to your schema.
To Open this Field:
  1. On the Update Entity Configuration screen, click the Response tab.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the response to the data model for your process.

Default Value:
None
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Store the Response in Custom Attribute

Function:
Specifies the process data variable that contains the record internal ID from NetSuite.
To Open this Field:
  1. On the Update Entity Configuration screen, click the Response tab.
Accepted Values:
A process data variable that accepts a numeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?